Scott Schless

Jerry Parrish is a financial advisor at JLP Investments with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Dempsey Lord Smith, LLC for 15 years before founding JL Parrish Investments Inc. and Parrish Insurance Agency, where he is a licensed insurance producer. JLP Investments serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing fee-based portfolio management, financial planning, retirement plan consulting, and 1031 exchange assistance. The firm employs a tactical allocation approach using fundamental, technical, and cyclical analysis across various instruments and manages many client accounts on a non-discretionary basis, often through monitored third-party managers.

Jeffrey Mcdermott is a CFP® professional with 20 years of industry experience, currently serving as the sole advisor at Create Wealth Financial Planning LLC in Saint Johns, FL. His prior experience includes roles at Wealth Mode Financial Planning and TIAA-CREF Individual & Institutional Services. Create Wealth Financial Planning LLC serves individual clients, high-net-worth individuals, and small businesses by providing tailored investment management alongside comprehensive and project-based financial planning. The firm focuses on passive portfolio construction guided by Modern Portfolio Theory, using low-cost index funds and ETFs, and offers subscription-style ongoing planning with a one-year minimum commitment.

Loyd Pyle is a financial advisor at Section Integrity Wealth Management with five years of industry experience. He holds a Series 65 designation and previously worked for CSX Transportation for 13 years. Section Integrity Wealth Management serves individual clients, including high-net-worth individuals, offering comprehensive wealth management and financial planning with a focus on diversified, tax-aware portfolios. The firm provides discretionary account management, retirement and Social Security planning, and educational seminars, maintaining a small client roster with individually handled accounts.

Joshua Krafchick is a financial advisor at 369 Financial LLC with 12 years of industry experience. He holds a Series 66 designation and has worked at firms including Standfast Asset Management, Cambridge Investment Research Advisors, Bank of America, and Merrill Lynch. Outside of advising, he is an author and public speaker. 369 Financial provides investment advisory and planning services to individual, high-net-worth, business, pension plan, and institutional clients. The firm offers discretionary portfolio management, wealth management, financial planning, and pension consulting, with a focus on client-specific investment policies and a range of investment strategies including ETFs, mutual funds, equities, fixed income, and limited cryptocurrency exposure.

Anthony Kurnellas is a financial advisor with OmniTrust Wealth Management, Inc. in Jacksonville, FL, holding a Series 65 designation and 21 years of industry experience. He has worked at OmniTrust Wealth Management since 2018 and previously held roles at Global Financial Private Capital, LLC and GF Investment Services, LLC. Kurnellas is also a licensed insurance agent and occasionally offers insurance products to clients. OmniTrust Wealth Management is an independent registered investment adviser serving individual and high-net-worth clients with portfolio management, third-party model-portfolio implementation, and financial planning. The firm uses a combination of analytical approaches and emphasizes long-term trading aligned with client risk tolerances, managing a large client base through a single advisor.

Peter Laliberte is a financial advisor at Liberty Advisory Group, Inc. with nine years of industry experience. He holds a Series 65 designation and has worked at several firms, including Foundations Investment Advisors, LLC and Retirement Wealth Advisors. Laliberte is also a licensed insurance agent and engages in insurance sales alongside his advisory work. Liberty Advisory Group, Inc. provides investment advisory and financial planning services to individual and high-net-worth clients. The firm offers managed accounts, discretionary management programs, and may recommend third-party sub-advisors, tailoring advice based on clients’ goals, time horizons, and risk tolerance.